What company value propositions do you feel resonate most with your clients?

Oath cares deeply about our clients, which is why we make an oath to always do right by them. Clients appreciate working with down-to-earth individuals who prioritize their needs. Oath Law exemplifies this commitment and goes beyond to meet client expectations.

What is unique about your state and why do you think it matters?

Texas law includes specific regulations, such as homestead rules and community property laws, which are crucial for protecting personal and family assets.

What do you like best about your community/clients in your area?

Most of our clients are retirees seeking activities to stay engaged. Many enroll in college courses and join various community groups, which keeps them vibrant and connected.

What do clients in your community ask the most questions about? What do people in Plano care about?

Our clients frequently inquire about protecting their homestead exemptions and safeguarding assets they pass on to their children from divorce, creditors, and other challenges.

Why is Oath the right choice for your clients?

Oath is ideal for our Plano clients because it allows them to consolidate their estate and financial plans under one roof. This holistic approach provides peace of mind, especially for those who become members of Care by Oath.

What story do you tell at your workshops?

I share stories of my upbringing in Fort Worth, Texas, where I grew up in a close-knit family of nine. We maintain strong family ties, gathering every weekend, playfully stealing mom’s Tupperware, leading to her usual complaints—it’s a cherished cycle that continues week after week.